UNIVERSITY OF OKLAHOMA FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OKLAHOMA FOUNDATION INC (EIN 73-6091755)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201101319349301400
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T09:54:52-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 S Yale 1400 | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 741364223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736091755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4053211174 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RON C WINKLER | Name |
| Title | TREASURER | Title |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anne M Adams | Name |
| Phone | 9185842900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GUY PATTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 252136273 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 14658 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1578 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 104195750 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 124474583 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -196196454 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37311403 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4320108 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5842930 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -87680596 | TotalRevenuePriorYear |
| Total Revenue Current Year | 167628916 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100890890 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 113816186 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2558957 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3327158 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4051157 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8024463 | OtherExpensePriorYear |
| Other Expenses Current Year | 10448411 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 111474310 | TotalExpensesPriorYear |
| Total Expenses Current Year | 127591755 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -199154906 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40037161 | RevenuesLessExpensesCY |
| Total Assets BOY | 776042268 | TotalAssetsBOY |
| Total Assets EOY | 805919519 | TotalAssetsEOY |
| Total Liabilities BOY | 106701110 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57089275 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 669341158 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 748830244 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 17198986 | Expense |
| Grants | 17198986 | Grants |
| Revenue | 584020 | Revenue |
| Description | GENERAL EDUCATIONAL ASSISTANCE SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 48630737 | Expense |
| Grants | 48630737 | Grants |
| Revenue | 1651338 | Revenue |
| Description | FACILITIES AND EQUIPMENT SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21644682 | Expense |
| Grants | 21644682 | Grants |
| Revenue | 734982 | Revenue |
| Description | SALARY SUPPLEMENTS SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26341781 | Expense |
| Grants | 26341781 | Grants |
| Revenue | 894480 | Revenue |
| Description | Scholarships & Awards | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 26341781 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 26341781 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 894480 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 113816186 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 589 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RON WINKLER | NamePerson |
| Telephone Number | 4053211174 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| CARL B ANDERSON III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DAVID R BARNES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BEN T BENEDUM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN R BOZALIS MD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BARBARA M BRAUGHT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TERRY L CARTER | ||||||||
| VICE-CHAIR | 1.0 | X | 0 | 0 | 0 | X | ||
| BONNIE KENNEDY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ARCHIE W DUNHAM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES H EVEREST | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM L FORD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT R GILBERT III | ||||||||
| CHAIR | 1.0 | X | 0 | 0 | 0 | X | ||
| WR HOWELL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CS LEWIS III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY M MASSAD | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| POLLY NICHOLS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM G PAUL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT A REECE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL SAMIS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FA SEWELL III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARY A SHERMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DON SMITHERMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES STEPHENSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SUZANNE M SYMCOX | ||||||||
| VICE-CHAIR | 1.0 | X | 0 | 0 | 0 | X | ||
| JAMES R TOLBERT III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| GUY L PATTON | ||||||||
| PRESIDENT AND CEO | 40.0 | 261424 | 0 | 5725 | X | |||
| RON C WINKLER | ||||||||
| VICE PRESIDENT AND TREASURER | 40.0 | 163447 | 0 | 27835 | X | |||
| GARY BEADLES | ||||||||
| VP AND GENERAL COUNSEL | 40.0 | 97246 | 0 | 17335 | X | |||
| MICHAEL L MARCOTTE | ||||||||
| VP FOR INFORMATION TECHNOLOGY | 40.0 | 119845 | 0 | 20485 | X | |||
| KATHY HARLIN | ||||||||
| CORPORATE SECRETARY | 40.0 | 86101 | 0 | 15610 | X | |||
| BEN STEWART | ||||||||
| DIRECTOR OF INVESTMENTS | 40.0 | 133395 | 0 | 0 | X | |||
| RON BURTON | ||||||||
| FORMER PRESIDENT AND CEO | 305000 | 0 | 17970 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1166458 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 104960 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 021100317 | CONSULTANT | 1038998 |
| GARDNER RUSSO GARDNER | |||||
| 223 EAST CHESTNUT STREET | LANCASTER | PA | 17602 | INVESTMENT MANAGER | 273314 |
| DSM CAPITAL PARTNERS LLC | |||||
| 320 EAST MAIN STREET | MT KISCO | NY | 10549 | INVESTMENT MANAGER | 232836 |
| METROPOLITAN WEST ASSET MANAGEMENT | |||||
| PO BOX 515126 | LOS ANGELES | CA | 900515126 | INVESTMENT MANAGER | 217099 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | INVESTMENT MANAGER | 189183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 124474583 | AllOtherContributions |
| Noncash Contributions | 1662191 | NoncashContributions |
| Total Contributions | 124474583 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14356110 | TotalRevenueColumn |
| Exclusion | $14,356,110 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1966565 | TotalRevenueColumn |
| Exclusion | $1,966,565 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107462650 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84507357 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22955293 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22955293 | TotalRevenueColumn |
| Exclusion | $22,955,293 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| PUBLICATION ROYALTIES | 511190 | 68070 | $68,070 | ||
| OTHER INCOME | 900099 | 3864820 | 3864820 | ||
| PARTNERSHIP INCOME | 900099 | -56525 | -$71,183 | 14658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3876365 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167628916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3864820 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14658 | UnrelatedBusinessRevenue |
| Exclusion | $39,274,855 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103795649 | Total |
| Program Services | 103795649 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10020537 | Total |
| Program Services | 10020537 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 773633 | Total |
| Management And General | 773633 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050731 | Total |
| Management And General | 1050731 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205792 | Total |
| Management And General | 205792 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177587 | Total |
| Management And General | 1177587 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119415 | Total |
| Management And General | 119415 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87409 | Total |
| Management And General | 87409 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83227 | Total |
| Management And General | 83227 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4299587 | Total |
| Management And General | 4299587 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9900 | Total |
| Management And General | 9900 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58343 | Total |
| Management And General | 58343 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89028 | Total |
| Management And General | 89028 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142362 | Total |
| Management And General | 142362 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28070 | Total |
| Management And General | 28070 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956541 | Total |
| Management And General | 956541 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144282 | Total |
| Management And General | 144282 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Exp Reimb to OU Dev. Office | 4051157 | 4051157 | |
| Foundation Publications | 146543 | 146543 | |
| Postage | 50183 | 50183 | |
| Other Expenses | 73654 | 73654 | |
| Consulting | 79666 | 79666 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148459 | Total |
| Management And General | 148459 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127591755 | Total |
| Program Services | 113816186 | ProgramServices |
| Management And General | 9724412 | ManagementAndGeneral |
| Fundraising | 4051157 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3805863 | BOY |
| EOY | 3079407 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39032093 | BOY |
| EOY | 38008287 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75526935 | BOY |
| EOY | 55710228 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178273 | BOY |
| EOY | 231233 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165290 | BOY |
| EOY | 68990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16303214 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1115813 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13320252 | BOY |
| EOY | 15187401 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600589451 | BOY |
| EOY | 647496383 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7017449 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41366639 | BOY |
| EOY | 37585836 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2057472 | BOY |
| EOY | 1534305 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776042268 | BOY |
| EOY | 805919519 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19584784 | BOY |
| EOY | 11213842 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87116326 | BOY |
| EOY | 45875433 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106701110 | BOY |
| EOY | 57089275 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -40086479 | BOY |
| EOY | -31556733 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243617970 | BOY |
| EOY | 218326859 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465809667 | BOY |
| EOY | 562060118 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 669341158 | BOY |
| EOY | 748830244 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776042268 | BOY |
| EOY | 805919519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95145500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 106257763 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198367431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104195750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124474583 | CurrentTaxYear |
| Total | 628441027 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95145500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 106257763 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198367431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104195750 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124474583 | CurrentTaxYear |
| Total | 628441027 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 628441027 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18987064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22918291 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23227591 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20322480 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16390745 | CurrentTaxYear |
| Total | 101846171 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | -252093 | CurrentTaxYearMinus1Year |
| Current Tax Year | -87484 | CurrentTaxYear |
| Total | -339577 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2436375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1772267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2223703 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58004 | CurrentTaxYearMinus1Year |
| Current Tax Year | -71183 | CurrentTaxYear |
| Total | 6419166 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 736366787 | TotalSupport |
| Public Support Pertcentage170 | 0.85344 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 32006301 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 470739642 | BeginningOfYearBalance |
| Contributions | 68377932 | Contributions |
| Investment Earnings Or Losses | 70359221 | InvestmentEarningsOrLosses |
| Other Expenditures | 35634883 | OtherExpenditures |
| End Of Year Balance | 573841912 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 598255800 | BeginningOfYearBalance |
| Contributions | 23902069 | Contributions |
| Investment Earnings Or Losses | -104077795 | InvestmentEarningsOrLosses |
| Other Expenditures | 47340432 | OtherExpenditures |
| End Of Year Balance | 470739642 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02618 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.97383 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12860810 | InvestmentCostOrOtherBasis |
| Book Value | 12860810 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1978008 | OtherCostOrOtherBasis |
| Depreciation | 641147 | Depreciation |
| Book Value | 1336861 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1464396 | OtherCostOrOtherBasis |
| Depreciation | 474666 | Depreciation |
| Book Value | 989730 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 15187401 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE REGENTS MATCHING FUND PROGRAM | Description |
| Amount | $45,875,433 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 45875433 | TotalOfAmounts |
| Total Revenue | 167628916 | TotalRevenue |
| Total Expenses | 127591755 | TotalExpenses |
| Excess Or Deficit For Year | 40037161 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 39380747 | NetUnrealizedGLOnInvestments |
| Other | $71,183 | OtherAmount |
| Total Adjustments | 39451930 | TotalAdjustments |
| Excess Or Deficit Per FS | 79489091 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 207080846 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 39380747 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 39380747 | RevenueNotRptdF990 |
| Revenue Subtotal | 167700099 | RevenueSubtotal |
| Other Revenues Not Included | -71183 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -71183 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 167628916 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 127591755 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 127591755 | ExpensesSubtotal |
| Total Expenses Per Form990 | 127591755 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 1 | PART III, LINE 4 | THE UNIVERSITY OF OKLAHOMA FOUNDATION, INC. MAINTAINS ART COLLECTIONS THAT WERE DONATED FOR PUBLIC EXHIBITION AND TO ATTRACT/RETAIN FACULTY AND STUDENTS OF THE HIGHEST CALIBER TO THE UNIVERSITY OF OKLAHOMA. |
| 2 | PART V, LINE 4 | BOARD DESIGNATED FUNDS ARE LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE FOUNDATION IN PERPETUITY. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. |
| 3 | PART XI, LINE 8 | BOOK/TAX DIFFERENCE - PARTNERSHIPS 71,183 |
| 4 | PART XII, LINE 4B | BOOK/TAX DIFFERENCE - PARTNERSHIPS (71,183) |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted |
|---|---|
| Europe (Including Iceland and Greenland) | Investments |
| Central America and the Caribbean | Investments |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | UNIV OF OK | 48630737 | FACILITIES AND EQUIPMENT |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | UNIV OF OK | 21644682 | SALARY SUPPLEMENTS |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | UNIV OF OK | 21250143 | GENERAL EDUCATION ASSISTANCE |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | UNIV OF OK | 26341781 | SCHOLARSHIPS AND AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 5036 | NumberOfRecipients |
| Amount Of Cash Grant | 10020537 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE FUND SPONSORS FOR EACH SCHOLARSHIP FUND FORM A SCHOLARSHIP COMMITTEE. THE COMMITTEE USES THE DONOR GUIDELINES TO SELECT THE RECIPIENTS. SCHOLARSHIP RECIPIENTS MUST BE ENROLLED AT THE UNIVERSITY OF OKLAHOMA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUY L PATTON | ||||||||||||
| 261424 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5725 | 0 | 267149 | 0 | 0 |
| RON C WINKLER | ||||||||||||
| 163447 | 0 | 0 | 0 | 0 | 0 | 22110 | 0 | 5725 | 0 | 191282 | 0 | 0 |
| RON BURTON | ||||||||||||
| 0 | 0 | 0 | 0 | 305000 | 0 | 14000 | 0 | 3970 | 0 | 322970 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | Identifier |
| Return Reference | SCHEDULE J, PART 1, LINE 4 | ReturnReference |
| Explanation | THE FORMER PRESIDENT AND CEO RECEIVED $305,000 DURING 2009 PER A WRITTEN AGREEMENT. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 48708 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1613483 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 1 | FORM 990, PART III, LINE 4D | SCHOLARSHIPS AND AWARDS SCHOLARSHIPS, FELLOWSHIPS, STUDENT LOANS, ETC. ARE AWARDED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. OF THE 4,954 FUNDS THE FOUNDATION ADMINISTERS, APPROXIMATELY 1,830 OF THEM ARE DESIGNATED BY THE DONORS FOR SCHOLARSHIPS, FELLOWSHIPS, ETC. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. |
| 2 | FORM 990, PART VI, LINE 2 | MICHAEL SAMIS AND JAMES EVEREST HAVE A FAMILY RELATIONSHIP. JOHN R. BOZALIS M.D. AND ROBERT A. REECE HAVE A BUSINESS RELATIONSHIP. |
| 3 | FORM 990, PART VI, LINE 11B | THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT/FINANCE COMMITTEE. A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| 4 | FORM 990, PART VI, LINE 12C | THE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY. |
| 5 | FORM 990, PART VI, LINE 15 | THE CEO'S AND OTHER OFFICERS' AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, AND A COMPENSATION SURVEY. |
| 6 | FORM 990, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY NORTH PARK LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 2004 | 10295886 | NA |
| UNP REALTY INVESTORS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 112487 | 4480813 | NA |
| UNIVERSITY AMPHORA LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 51255 | 2551243 | NA |